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Personal Lines Insurance Advisor
Surrey, BC . CA
Job Description
Our client is a well-established organization operating within a high-volume, service-driven insurance environment. They are known for their commitment to professional standards, internal collaboration, and long-term career development. This role supports an existing book of business and plays a key part in ongoing client servicing and policy management. The Advisor will also have the opportunity to contribute to new business growth by identifying and cultivating potential clients through referrals and outreach. The Personal Lines Insurance Advisor will be responsible for day-to-day policy servicing, client communication, and supporting retention initiatives across personal insurance products.
Personal Lines Insurance Advisor responsibilities:
- Service an assigned portfolio of personal insurance policies
- Manage policy updates including changes, renewals, cancellations, and billing inquiries
- Communicate with clients to review coverage needs and provide policy guidance
- Support retention efforts through proactive client outreach
- Identify opportunities to introduce additional insurance solutions
- Ensure accurate documentation and compliance with internal procedures
- Collaborate with internal teams to deliver consistent client service
The successful candidate has:
- 2+ years of experience in a personal lines insurance role
- Strong working knowledge of property insurance products
- Punjabi language skills considered an asset
- Experience working with a brokerage management system (EPIC experience considered an asset)
- Strong written and verbal communication skills
- Ability to manage multiple priorities with a high level of accuracy
- The discussed salary range is $52,000 – $62,000, depending on experience
- Candidates with additional experience and higher compensation expectations may also be considered
- Comprehensive benefits package
- Ongoing training and professional development
- Stable, in-office role with long-term growth potential
Candidates must be legally authorized to work in Canada. Only candidates selected to move forward in the hiring process will be contacted.
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Meet Your Recruiter
Lindie De Gouveia
Senior Recruitment Consultant
Insurance
With over 20 years of experience in insurance, financial services and professional recruitment, Lindie is a trusted talent partner for employers and job seekers, who appreciate her consultative, relationship-first approach. She specializes in the placement of insurance and risk management professionals, combining her industry knowledge, recruitment expertise and business acumen to bring a deep understanding of the needs and challenges of her clients.
Lindie has a proven track record of success in the insurance industry, and now applies this expertise to help clients build and motivate high-performing teams. She led the implementation and strategic growth of a shortfall insurance product, and has extensive experience as a Senior Risk Analyst. She has developed innovative risk management solutions in areas such as medical shortfall insurance, premium finance and alternative risk transfer mechanisms. Her understanding of insurance operations and risk analysis allows her to connect companies with employees who bring both technical qualifications and cultural alignment to their new roles.
Lindie made the move to Canada from South Africa in 2023. She holds a Bachelor of Commerce with majors in Business Management and Industrial Psychology, further enriching her ability to understand the human dynamics involved in recruitment, including personality ‘fit’ in the workplace. Outside of work, she keeps active with her teenager, balancing school, sports and outdoor activities.